Actions allow Zapier to perform operations inside Access PaySuite DDCMS when your Zap runs. After a trigger occurs, Zapier can automatically create, update, or modify customer, payment, or Direct Debit information.
Available actions
Create Customer – Creates a new customer record.
Update Customer – Updates information for an existing customer.
Create Direct Debit – Sets up a new Direct Debit arrangement.
Cancel Direct Debit – Cancels an active Direct Debit.
Update Direct Debit Amount – Changes the amount for an existing Direct Debit.
Update Direct Debit Date – Updates the payment schedule (Annual / Monthly / Weekly).
Update Direct Debit Reference – Updates the reference assigned to the Direct Debit.
Create Payment (one‑off) – Creates an ad‑hoc single payment in Access PaySuite DDCMS.
Add an action in Zapier
In Zapier, click Add Action.
Select Access PaySuite DDCMS from the app list.
Choose the action you want to use (for example, Create Direct Debit).
Connect your Access PaySuite account if prompted.
Map the required fields to the data from your trigger step.
Click Test Action to confirm everything is working correctly.
You can automatically create a Direct Debit in Access PaySuite DDCMS when a new customer is added in another system, helping streamline onboarding. You can also sync customer updates or cancel Direct Debits directly from your CRM or support system without needing to manually update Access PaySuite DDCMS.